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Economics Life Politics Supply Chain Sustainability

Is There Room For The Electronics Industry In A Sustainable World?

Even though I’ve stated that I’m not as interested in sustainability as I used to be, it doesn’t mean I don’t think about it. I have been thinking about it in conjunction with investing and my own work in the electronic industry.

Growth is a very important component to the electronics business. It’s priced into many stocks and it drives much of the electronics food chain. Moore’s law has helped for a long time too. Shrinking the geometry of silicon every 18 months really required manufacturers to update their equipment often. This then drives the equipment manufacturers to advance technology to make the new fabrication possible. The analog engineers (ok, digital too) out there utilize the new chips and make requests for the next generation. The ripple effect continues all the way down the line, requiring input from the manfacturers and returning revenue to the shareholders of said manufacturers. Like I said, this growth is an assumption and is priced into how people invest in companies involved in electronics manufacturing.

There’s no denying that electronics are a dirty business. Not oil-gushing-from-a-hole-in-the-ocean dirty, but still, not exactly the most environmentally friendly situation either. The chemicals used in semiconductor manufacturing are not known for their safety nor their easy disposal; I’ve only had training on how bad they can mess people up but it goes beyond that; there are entire departments in semiconductor manufacturing facilities devoted to containing and disposing of the chemicals. Outside of the semiconductor world manufacturers have had to drastically reduce the amount of lead in products (in the solder and otherwise) but there are still elements of boards and parts that are not good for the environment. And given both the amount of turnover in the products that people consume year to year and the fact that very few products are designed for long term use, almost all electronics are bound for a landfill within a 10 year time frame (unless recycled). All of this adds up to a nasty picture for the planet.

A business built on growth and components that are not biodegradable nor regulated in their disposal. Is this model sustainable? Can manufacturers continue making products that are not safe for disposal and yet expect people to continuously update their personal electronic portfolio at home? Can manufacturers continue to crank out new devices ad nauseum and not be held responsible for the impact they make?

I do not believe the long term growth of electronics will plateau. While this may be good for my own career, part of me is very conflicted by the idea that my own success could be tied to the fact that we will have to consume more and more over time. Growth will always be driven by the next “must have device”, updating of previous generation devices and bringing electronics to a greater percentage of the population. But how can we rectify the needs (or perceived needs as it may be) with the very real issues and impacts associated with modern electronics? The material and energy inputs required and the waste from technology churn all make for hundreds of miles worth of disposed and forgotten cellphones and CRT monitors which took large amounts of the earth’s resources to make.

So assuming that growth of the electronics industry will continue unabated for various reasons, I think the question is better asked: Is a sustainable world possible with the electronics industry as we know it today?

I don’t usually say it on this site, but I have no clue about the answer to this question. Do you? Is it possible for there to be a healthy electronics industry when taking the planet into account? How does this affect the business model and should the people that manufacture products be responsible for what happens to the at the end of the products’ lifetime? Please let us know in the comments.

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Analog Electronics Learning Life Renewable Energy

Day 2 of the Sustainable Cleveland 2019 summit

I must say, I’m impressed. My questions from day one have almost all been answered in one way or another. A few things really caught my attention today, some of which I didn’t really expect.

To start we had Ray Anderson of Interface. If you would have asked me what the company was just from the name I would have immediately jumped to technology. However, that’s not the case; Ray is in the business of carpets…and has been for 30 years or so. He also took a pledge, both for himself and for his company about 15 years back. A pledge to reduce environmental impact and do no harm. And they have succeeded so far (I didn’t get the feeling they were planning on quitting anytime soon). Here’s some of their broad stroke statistics on how they have progressed over the past 15 years:

  • 76% reduction in waste since 1996
  • 74% less water used to produce the carpet tiles
  • 44% less total energy used in production
  • 60% less fossil fuels in production
  • 27% use of renewable energy for production worldwide
  • 100% use of renewable energy for production in Europe
  • 24% recyclable or bio-based materials.
  • $405 million saved due to these reductions since 1994

Ray went on to explain the importance on reducing the overall impact of the technosphere on the biosphere (his words). He maintained that if we continue using technology in the wasteful, disposable ways we currently are, the future looks bleak. However, if we bring technology on as a reducer of waste instead of a primary contributor, great progress can be made towards a very low usage, need-driven (as opposed to want-driven) society. If I had to sum up the wonderful presentation by Ray Anderson, it would be this: do no harm in business and you will succeed. The results he has produced with his company Interface are a great example of renewable, sustainable practices producing a better shareholder solution and a better company for customers and the environment.

From there, we went on to explore the next stage of the AI process, the “Dream” stage. I believe this was an important component, trying to postively visualize where we believed the city could end up and finding a creative way of expressing it. There were many bold dreams of a Cleveland of tomorrow mixed in with a many themes that resonated throughout the presentations (more on those themes later). Some were sillier than others, which I have first-hand experience with: I was the captain of the Best Times 2019 boat.

Once the creative fervor was scaled back a bit, we smoothly transitioned into the design phase. This was by far the most exciting part and really what I had been waiting for. It is the meat of any AI gathering; when stuff really begins to come together and progress is finally made. We first were reminded about good brainstorming concepts. Personally, the concepts and ideas presented on how to brainstorm reminded me that this entire process was a great example of a crowd-sourced kind of activity. Key among the concepts was the notion having a multitude of ideas, so many that your head would spin. The concept is that among a large large group of ideas, a few winners would rise to the top, along with some accompanying themes. From there the groups would be able to identify the favorite ideas, group other thematic elements and begin to focus intensely on the top ideas. Hopefully, they can all be implemented into a single prototype that would later be presented as a final product, at least as a tangible result of the design/brainstorming process. Dr. Cooperrider used Ideo, the design firm and prior client of his, as an example of rapid prototyping and idea generation. I had heard about them previously but plan on finding out more about the world-renowned design firm.

Before going further, I think it’s important to list of the top-level themes that were identified from the “Dream” stage implemented earlier in the day:

  • Advanced Energy Research
  • Advanced Energy Generation
  • Advanced Materials and Manufacturing
  • Communication Campaign and Branding of the final ideas of the summit
  • Engaging 1.6 Million People
  • Fostering Social Capital
  • Green Buildings
  • Health
  • Vacant Land Use
  • Local Foods
  • Maintaining Post Summit Momentum
  • Metrics of Success (for the summit)
  • Public Compact (or Manifesto if you will)
  • Social Entrepreneurialship
  • Strategic Partnerships and Learning
  • Sustainable Business Innovation
  • Transportation
  • Waste to Profit
  • Water
  • World Class Sustainability Education

As new visitors to the site might guess (given the graphic at the top of my site) , I chose the very first topic. As an engineer really interested in renewable energy (and how it can be implemented), I felt it necessary to talk about the research aspect, as opposed to the generation, of the energy. I feel the latter can be left up to others for a time when the energy is cheap enough to be widespread; until it has reached the tipping point of being more economical to use renewables over other forms of energy, the research will never really be done. Past that, once commercial interests begin using renewables on a regular basis, investing in efficiencies will be a self-sustaining activity and one that only adds to the new benefit of renewable energy technologies. I plan on saving the results from today’s brainstorming session for a post tomorrow or the day after, simply because of the length of this post and in order to report on our finished idea, as opposed to an undeveloped seed of an idea.

While day 2 of Sustainable Cleveland 2019 was effective (OK, and a little bit fun, I’ll admit), I think tomorrow will really decide the final outcome of the entire summit. Without concrete action plans, the whole thing is for naught. The fears that the summit is actually just another run-of-the-mill convention will or will not come to fruition. If instead we take action on the plans we have in place tomorrow and the next day and the day after, then we will truly be able to say we have achieved something. I look forward to experiencing and writing about tomorrow.